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Mike Howell RETURNS: The Dollar Fix Is In — The Playbook for Gold, Tech & Bitcoin

Raoul Pal: The Journey Man

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Navigating the Liquidity Cycle

This chapter examines the intricate dynamics of the current liquidity cycle, highlighting its late yet upward trajectory amid significant debt refinancing post-COVID. It discusses the interplay between high interest rates, market volatility, and the implications of monetary policy on inflation and investment strategies. The narrative emphasizes the complexities facing investors as they navigate a landscape influenced by both government actions and underlying economic growth.

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